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The influence of Treasuries and AI on stocks

The fall in Treasury yields over the past two days has failed to lift equities, partly because of waning AI hype weighing on the market. That’s a contrast to much of the past year or so, when the opposite has been true. If both of these forces combine in favour of the stock market over the next year or so, as we expect, that could be a serious tailwind for equities.

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